Ownership history in Glassman Wealth Services Β· 30 quarters on record
This page tracks every 13F SEC filing in which Glassman Wealth Services reported a position in SCHWAB STRATEGIC TR US LCAP VA (SCHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Glassman Wealth Services underperformed the S&P 500 by β6.9% annually on this SCHV position. Timing score: 38% (11/29 decisions correct). Average cost basis: $17.56. Maximum drawdown during holding period: β25.6%.
β Significantly underperformed the S&P 500 by 6.9% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 29 add/trim decisions correct
Best entry: $11.90 (2016 Q3) Β· Worst: $26.07 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 21 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size